Skip to main content

Notifications

Customer Service forum
Answered

Open First Result in Search List Automatically

Posted on by 15

The company has a call centre function that will open the a profile URL based on the incoming callers phone number. We're moving away from an external provider to Dynamics 365 and want to know if the same functionality can be achieved. I'd like to know if there is a URL that will take a search parameter, in this case a phone number, and open the contact page it belongs too without showing the list of results.

Running this should open:

dynamics.com/main.aspx?appid=INTERNAL&pagetype=search&searchText=SEARCH TEXT&searchType=1

and redirect to here.

dynamics.com/main.aspx?appid=INTERNAL&pagetype=entityrecord&etn=contact&id=GUID HERE

Is this possible?

  • Verified answer
    RE: Open First Result in Search List Automatically

    Hello Partner,

    This feature is available to CRM Online with the USD client.

    docs.microsoft.com/.../search-data-entity-searches

    You have to implement Unified Service Desk [its a separate windows app] to achieve this.

    Please mark as verified is this answers your question.

    Cheers!

    Pranjali

  • chrismcelligott Profile Picture
    chrismcelligott 15 on at
    RE: Open First Result in Search List Automatically

    Hi Pranjali,

    Yep it's CRM online so wondering if there is a way.

  • RE: Open First Result in Search List Automatically

    Hello Partner,

    Is this an Online CRM?

    This should be achievable in OnPremise but in Online world, we may have to test using webresources

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,129 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans